FSD /AI
Solar energy generation and reserves
Batteries and stations

It is quite clear the auto vs tech company debate is over

That Semi with FSD is a super disruption to the semi truck industry lol … insane … just kick back and it drive 8 hrs for you

The diesel semi companies are probably like wtf do we do now lol

Idk I feel like that might be just talk

What is the weight difference with diesel vs electric semi? Idk if the toll on roads would be negligible but idk the weight diff

Not sure about specs but Pepsi drivers has high reviews of the Tsla semi over the past year… thats just with manual driving. I’d imagine they would love it more once they can use fsd.

I see it as a major disruption to the traditional trucking industry. And maybe will put truck drivers out of business if the truck no longer requires a driver even.

Ohh thank God. I was worried this week for a second that stocks could go down.

Looking like 7th straight green week

I took some sqqq off the table but I’m adding it back again here

Did you read Goldman's 10 year prediction of annualized returns of around 3% for the S&P500? I guess they also offered a range of -1 - 7%.

If I had a dollar for every time I read an article predicting that the global market would outperform the US market id already be retired.

Dire predictions per usual with future announcements of beating analyst predictions.

I think that article is nonsense tbh. I’m overweight Tesla so that’s my 10 year gain right there in a day per them

Yeah don’t get me wrong I am longterm long on American equities, just feel overdue for short term downside and I had a lot of positions that were >year that I wouldn’t be slaughtered on taxes by leaving

To be fair by the time I quadruple downed on sqqq my avg was 7.11 and sold half at 7.5 couple days back. Now I’m averaged again at 6.99

But my retirement accounts are all still indexed enjoying the ride and won’t micro manage that

This post was edited by Bazi on Oct 25 2024 10:51am

It's not just Goldman, it's most of the investment banks.

American equities have only outperformed in the last 15 years; it has decades of outperformance and underperformance. Now, you can credibly think that will continue, but I don't think there is anything nonsensical about returns being lower in a market where valuations are very stretched vs markets where they are trailing at lower than their long term average.

I personally would not limit investing to the S&P for this reason (plus some other factors like long term economic growth being higher in EM, and extra diversification). My main fund is a global all cap so I'm covered either way.

This post was edited by dro94 on Oct 25 2024 11:12am

Why have American markets outperformed?

The same reason American average gdp is always >3% and credit is always maxed

The American consumer is irresponsible, and largely employed

If your base case is NOT recession, I don’t see why American consumers will stop what is genetically engrained in them. The only thing that will stop American markets is unemployment. Otherwise we will spend spend spend even with maxed credit, as history has shown us

I think European markets are a reasonable place but all this Asia hype, I will stay away from

This post was edited by Bazi on Oct 25 2024 11:42am